Create a User Account as a Coordinator
1. Go to Manage Users Page From the Side Navigation Bar
1.1. Or the Top Navigation Bar
2. Choose a User Role
3. Create the User
Red asterisks indicate required fields
- Click on the SAVE button to create the user at the bottom
Other options displayed after creating a user at the bottom
- Click on the SAVE AND MANAGE button to edit the patient
- Click on the SAVE AND START ENCOUNTER button to create the patient account and begin an appointment immediately
- You can only use the SAVE AND MANAGE and SAVE AND START ENCOUNTER buttons if you are creating a patient
IMPORTANT! Please make sure that the patient is created in the correct client. Clients are used to represent a patient's employer. If you do by chance create a patient in the incorrect client, please email a Link2MD employee for assistance.
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